ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,508 | -34.4% | 426 | -31.9% | 0.02% | -33.3% |
| Q2 2023 | $67,815 | +8.3% | 626 | 0.0% | 0.03% | +3.1% |
| Q1 2023 | $62,644 | +7.1% | 626 | 0.0% | 0.03% | +6.7% |
| Q4 2022 | $58,500 | -4.1% | 626 | -10.1% | 0.03% | -14.3% |
| Q3 2022 | $61,000 | -6.2% | 696 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $65,000 | -16.7% | 696 | 0.0% | 0.04% | -7.9% |
| Q1 2022 | $78,000 | -20.4% | 696 | -16.5% | 0.04% | -19.1% |
| Q4 2021 | $98,000 | -12.5% | 834 | -19.3% | 0.05% | -23.0% |
| Q3 2021 | $112,000 | 0.0% | 1,034 | 0.0% | 0.06% | +3.4% |
| Q2 2021 | $112,000 | +8.7% | 1,034 | 0.0% | 0.06% | +1.7% |
| Q1 2021 | $103,000 | +5.1% | 1,034 | 0.0% | 0.06% | -4.9% |
| Q4 2020 | $98,000 | – | 1,034 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |